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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (59662)2/2/2007 2:17:45 PM
From: phatbstrd  Respond to of 197037
 
It may not be a cakewalk, and it certainly will take time, but Q ends up with a solid business model predominately in tact... I'm not so sure that there needs to be concessions along the way either.

What I'm seeing from the market is the response mainly to "dead money" and the lack of enthusiasm that goes with that. Hell, the next thing we are going to hear is crap about raising dividends to support the old folks on this thread. I hung through worse with the ericy bulls$%t years ago...I can hang through this.

And if I'm wrong about the difficulty or duration of this part of the process, then so be it, but this model is far superior to the time ericy claimed CDMA was their invention. Also, that is why I want the $10BILLION war chest.



To: John Carragher who wrote (59662)2/2/2007 5:01:02 PM
From: Q8tfreebe  Respond to of 197037
 
I think the reality is that alot of investors don't understand QCOM or its business model and are influenced by both the amount and volume of the noise out there and so their response is to either get out or shy away. Most analysts on the other hand (Goldman Sachs, Argus, Morgan Stanley) do understand and think in the end, Nokia will fold as the stakes (i.e. threat of triple damages) are too high otherwise.


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